This release introduces the new Direct Mail feature, Brand Center, a Workflow view for Lists, and sharing of Static lists, and resolves numerous bugs.
Brand Center - The Brand Center is where users can keep all their core information about their brand. This information will populate the first drafts of any marketing creatives they create for a campaign.
This is available through the settings menu.
Direct Mail - We replaced the existing Direct Mail feature that sent users to ExpresCopy with a more feature-rich internal implementation.
We provide several templates which allow user’s Brand Center fields/images to be automatically inserted.
Users can craft their own templates through our app
Postcards can be sent to single properties, multiple properties, or entire lists
Postcards can be sent to the Property Owner’s tax address or the Property address
Automations can be used to automatically send postcards to new matches (changes also trigger and should be configured carefully if enabled)
New Automations action - ‘Remove from Lists’
We have added a new Action to Automations. A property triggering Automations can now remove that property from Static lists. This works just like the ‘Add to list’ action.
Workflow view for Lists
We have added a Workflow view to lists. This splits properties into columns based on the accounts ‘Status’ values. Users can drag properties between columns to change their Status. This is equivalent to a similar view in Auctions.
Added a ‘Deceased’ criteria and field in the Property Profile
This will help users find pre-probate opportunities.
Share Static Lists
We added the ability for users to share the contents of their Static lists with others. This works similarly to sharing criteria. A link is generated, which can then be sent to another PropertyRadar user.
Added ‘Legal Description’ to the available Export fields
Added a new filter to Neighbors to allow filtering to the same Property Type
Filtering list views to 'Interest Level = 0' now filters to properties that do not have an interest level set
Activities are now being created for properties when an Automation/Alert purchases phones/emails or sends to an Integration
Improved how multiple tracks are shown in GPS Tracks
Resolved an issue preventing users from switching a contact type between Person and Company when editing the contact in the Property Profile
GPS Track filters are now reset when leaving Discover
Property Profile now detects broken Photos links and does not display missing photos.
Fixed an issue that prevented users from turning on Zaps based on older versions
The GPS Tracks legend now displays correctly when there are no results for a filter selection.
Property cards opened from Comps and Neighbors will now allow opening the Property Profile in a new tab.
Map view is now displayed when opening Tracks in GPS Tracks
Help Center links in the Import File widget now open in a new tab
In Property Profile, contacts shown as ‘Record Owner’ will no longer show ‘Other Properties’ owned by ‘Record Owner’
Resolved an early time-out error message when emailing reports that were emailed
Restored ‘Foreclosing Loan Doc Number’ to available Export fields
Improved address matching rules for Import to improve performance
When changing the ‘Units’ value in Comps Options, the subject property will now show that the edited value
Fixed an issue where the Back button did not work when on the Add Member purchase dialog
Fixed an issue where the map in the Property Profile could cover the WAVV dialer
Resolved several issues related to ‘Most Recent’ filters and some Actions when no properties were selected
Fixed an issue that could cause list Imports to fail and get stuck
Added the option when sorting My Lists to include reverse alphabetical
After purchasing/removing an Add Ons, the ‘Current Subscriptions’ view will refresh and show the changes
Resolved an issue that caused the app to fail if a user tried to open Manage Add Ons after having added additional Monitored Lists through Manage Add Ons
Fixed the displayed name for some Person and Property lien types
Fixed an error when existing PropertyRadar users accepted an invite to a new team